UK VAT Contingency Loss
Recorded a $37.5 million estimated liability for a UK VAT ruling that clear aligners are subject to standard VAT, plus $1.2 million in legal settlements, totaling $38.7 million in charges for the quarter.
ALIGN TECHNOLOGY INC is expected to release its Q3 2026 10-Q filing on October 28, 2026, after market close. Last quarter: Align Technology's Q2 FY2026 revenue grew 4.3% on strong Clear Aligner demand, but a $38.7 million legal contingency and higher costs pushed net income down 13.1%.
EPS Estimate
$2.90
Revenue Estimate
$1.04B
Analyst consensus from Finnhub and Financial Modeling Prep. Actual results posted within minutes of the SEC filing on the ALGN page.
Drawn from management commentary in the Q2 2026 10-Q:
Recorded a $37.5 million estimated liability for a UK VAT ruling that clear aligners are subject to standard VAT, plus $1.2 million in legal settlements, totaling $38.7 million in charges for the quarter.
Announced plans to build a ~$200 million manufacturing facility in Hyderabad, India, with operations expected to start in 2027 to support demand and diversify the supply chain.
Clear Aligner case volume increased 7.4% year-over-year, with teen cases up 7.2%; average selling price per case rose 0.8% to $1,260, contributing to an 8.2% segment revenue increase.
Revenue
$1.06B
+4.32% YoY
EPS (Diluted)
$1.51
-12.21% YoY
Gross Margin
71.7%
+1.8 pts YoY
Operating Income
$154.01M
-5.53% YoY
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